Getting Started Holistic Financial Planning October 2015 Course Results

HMI’s Online Learning Series Getting Started Holistic Financial Planning course began in October of 2015 with 15 participants from all around the world. This course focused on key financial principles that helped participants learn how to work on their business, not just in their business. This simple approach to financial planning assisted participants to understand the big picture view as well as make critical production decisions based on a clear sense of cost of production for different enterprises. Participants were able to develop a financial plan and identify ways to implement and monitor that plan. The participants were very excited to learn the key economic analysis tools for improved financial decisions for both annual budgets and for long-term investment.

Featured Participants:

Bruce Johnson

“Our family has been managing a grassfed beef farm and horse boarding operation for 8 years. The Holistic Financial Planning Course helped us clarify our goals and get an understanding of how to move towards our goals using our finances. We can now better analyze our financial data and prioritize effective re-investments in our business. We are continuing to do the work that we learned about in the class and will continue to improve our financial plan as we grow.”

Jared Dressman, Scholarship Recipient

"This course has helped me to formulate a holistic goal, and the knowledge and skills to get started pursuing that goal."